Pamela Friedman is a CFP-designated registered investment advisor at Robertson Stephens, based in Austin, TX, with 15 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,295 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically range from 0.10% to 2.00% based on the size and complexity of the services required. Clients may also negotiate an annual fixed fee.
Fee Estimator
Location
1308 Navasota Street, Austin, TX, 78702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Pamela is the founder and sole proprietor of Divorce Planning of Austin, LLC, and owns a website licensed for marketing purposes. She is also an author and instructor, selling books and online courses, and teaches a financial planning course at McCombs School of Business. Pamela spends minimal time on Divorce Planning, a few hours per week on her author/instructor activities, and about 10-20% of her time teaching the course.
Employment History
Current Registrations
Robertson Stephens
Previous Registrations
Silicon Hills Wealth Management
Capital Analysts, INC
Lincoln Investment Planning, INC
Capital Analysts Incorporated
Austin Asset Management CO
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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